Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
I have three main groups in my Company:
Sales
Administration
Operations
Within Sales, I group into regions:
Americas
Europe
Within Administration, I group into departments:
Management
Finance
Human Resources
Within Operations, I group into cost centers:
Production
Quality
How can I see my Profit and Loss summarized by summing revenue and/or expenses like this?
If you use Analytic Accounts, like these:
And tag every line of your Customer Invoices and Vendor Bills to one, then you can create reports like this:
You need to create a Filter that groups by Analytic Account from the Journal Items menu (in Developer Mode) like this:
Then save this Filter as a Favorite:
Finally, from the Configuration Menu, visit the Management menu to open the Financial Report where you want this grouping to be supported and make sure it is listed in the Applicable Filters section:
Now when you run the report, activate the filter:
1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.
